Sidebar tasks

Wondering why I only have the option to see everyone's tasks in the side bar even though the heading is "my tasks". There is no way to filter the tasks other than by date. Am I doing something wrong or is this just a flaw in the sidebar?

 

Thank you,

0

Comments

9 comments
  • Hi Emma,

    Thanks for bringing this to our attention. This is a site performance issue that we're looking into. I'll make sure to follow up and keep you and the community up to date.

    0
    Comment actions Permalink
  • Hi Emma,

    We have made some updates to the Sidebar. Can you test it out and let us know if you continue to have any trouble?

    Thanks for your patience!

    0
    Comment actions Permalink
  • Makes a lot more sense now!

     

    Thanks.

    0
    Comment actions Permalink
  • Great to hear. Thanks for following up!

    0
    Comment actions Permalink
  • This seems the best place to post this. Is there a way to complete a task in the Sidebar without going through all the steps to open it up for editing? I would like to just be able to complete it with one mouse click right as it shows in the sidebar task list, but cannot seem to make that happen.

    0
    Comment actions Permalink
  • Hi Henri:

    Sorry we don't have a quick edit option, but thanks for the great suggestion.

    0
    Comment actions Permalink
  • Can you guys put the name of the project or opportunity the task is associated with in the sidebar and when you get reminder emails? I use Insightly mainly for project managment and when my activity sets kick in at each stage of the pipeline and due dates come up, I can't see which project/ opp its for. So the whole quick acess idea is thrown out the window and I have to log into the full crm to track it down. Seems like a time waster. Thanks.

     

    1
    Comment actions Permalink
  • Hi David,

    Thanks for the suggestion! If you would like you can post this under our Ideas & Suggestions. In the meantime I've seen other users add the additional information (Project/Opportunity Name) to the Task title.

    0
    Comment actions Permalink
  • David - is the Sidebar showing you the names of the contact or project when the task is generated from an automatic activity set? If not, have you found any helpful workarounds?

    0
    Comment actions Permalink

Please sign in to leave a comment.